Headlines Today

– Stock markets globally fell today as the Greek crisis showed no signs of abatement and with Euro zone leaders and IMF dragging their feet on the rescue package– – Greek package announced, its upward of USD 120 billion and puts stiff conditions on Greece which it has agreed– – Markets worldwide fall despite the […]

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Greece Endgame, economic numbers, results and the markets

The Greek story that has been dominating all economic headlines and impacting global stock, bond and currency markets over the last few months seems to be entering the end game with the downgrade of Greece to “Junk” status by S&P yesterday. I believe this might be the final straw which will get the Euro Zone […]

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Gree

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RBI Policy, Results, Economic Growth numbers to be supportive for Equities

The much anticipated RBI Credit Policy came out today and turned out to be less hawkish than most peoples expectations with the increase in policy rates as well as Cash Reserve Ratio (CRR) by 25 basis points as against the widely expected 50 basis points. The statements of RBI of being concerned about inflation as […]

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Shortening business cycles and the DTH Industry

The amazing facet of reducing business cycles is clearly reflected by the Indian experience in the DTH space where an industry which has a very low penetration has been besotted by the entry of a large number of players which has increased customer acquisition cost substantially and also induced severe price pressure on the industry। […]

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Pilgrimage, Astrology and the Markets

It is amazing the way pilgrimage to holy places has picked up in my life over the last couple of years। Last year I travelled to various places of pilgrimage as Vaishno Devi, Haridwar, Chintpurni Mata, Trimbakeshwar and the residing place of Baba Baalak Nath in a period of just around four weeks। Despite living […]

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Why the cement industry might not generate any big wealth for shareholders

I had written an article on the power generation business in India and how it is unlikely to generate any huge wealth for shareholders given the fact that there are too many players who have got into the business looking at the success of a few early entrants and how their expectations of huge returns […]

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RBI Acts, in time?

As a third part of its normalization act the RBI has initiated the process of monetary tightening on Friday by hiking the repo and reverse repo rates by 25 bps each. Earlier the RBI had removed most of the emergency measures introduced after the financial crisis blew out in October 2008 and had withdrawn a […]

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Interesting observations on mistakes in a downturn

Adapted by me from marketing to the overall gamut of the company’s operations I came through a very interesting article on the kind of mistakes that companies make while facing a downturn which ultimately ends up hurting them in the long run. This was part of an overall article on strategies being propounded by Philips […]

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Market outlook subsequent to the post Budget Rally

As expected markets have rallied sharply post the Union Budget and are up by nearly 6% from the day of the presentation of the Budget. There have been several factors that have driven the markets up. The first and foremost off course was the extremely low expectation from the event and the fact that the […]

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